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Planned Giving

Every gift made to Erikson supports work that has limitless influence

Fortify your legacy with a planned gift to Erikson

Alumni and supporters can contribute to Erikson Institute’s sustainability and longevity by making a commitment through their wills and trusts. Planned gifts allow supporters to signal their support for Erikson Institute in the long-term while balancing their current financial security.

types

Erikson Institute can accept the following estate, living trust and beneficiary gifts:

  • Bequests—either unrestricted where the need is greatest or restricted to an area that you designate (for example to scholarships or a specific program). You may choose to give a percentage of your overall estate, a specific dollar amount, or the residual of your estate after all other bequests have been made.
  • Other vehicles—You can name Erikson as a beneficiary of your life insurance or retirement plan.

Erikson Institute
451 N LaSalle Dr.
Chicago, IL 60515
Tax ID: 36-2593545

membership

Erikson Institute’s Legacy Society

A planned gift to Erikson Institute sustains your generosity over a lifetime and makes a powerful statement about your legacy.

At Erikson Institute, we celebrate our planned giving donor’s commitment to Erikson through special recognition in Erikson’s Legacy Society. The Legacy Society honors and recognizes the generosity and vision of those who have chosen to leave a legacy to Erikson Institute through their estate or deferred gifts. Legacy donors receive invitations to special activities and recognition in Erikson Institute publications. The Institute will also honor requests for donor anonymity.

Benefits to Erikson’s Legacy Society Members

Erikson Legacy Society logo

Honor Roll recognition on the Erikson website and all printed stewardship materials including Erikson’s annual luncheon programs

Special invitations to Erikson’s Inspire Circle series and other special events

Bequest gifts may reduce overall estate taxes

Promise future funding for Erikson Institute

Legacy Spotlight

Mary Sextro Black
Mary Sextro Black
Class of 1975
“ Erikson is truly one of the most influential institutions of early childhood – certainly in the nation, I think. There are a few others that rank right up there but I think the faculty it attracts is just the tops. And what they do in terms of preparing people from a variety of different fields, preparing people to work with young children and their families, it’s really the most important work in the world next to parenting. And I want to be a part of continuing that. ”
Cresson Carrasco
Cresson Carrasco
Class of 1973
“ A planned gift to Erikson to support a scholarship is an investment in healthy children and communities. The goal is to increase access to training that prepares leaders with holistic child development expertise so they can use the skills within their own cultural context. I can imagine no better investment to ensure a healthy future for generations. ”

Join the Legacy Society

If Erikson Institute is in your will or estate plan, please let us know by completing this form.

Planned Gift Form Planned Gift Form (PDF)

Planned Giving

Please complete the form below to confirm your participation in Erikson’s Legacy Society. Wherever you are in your planning, please feel free to reach out to the Erikson Advancement team with any questions.

Questions?

Please seek advice on estate planning from your attorney or financial advisor.

Contact the Advancement team for questions about Erikson’s Legacy Society.

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